EFS
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Essex Financial Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Essex Financial Services’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Sell
13,925
-140
-1% -$11.9K 0.06% 277
2026
Q1 		$1.03M Sell
14,065
-650
-4% -$51.1K 0.06% 279
2025
Q4 		$1.21M Sell
14,715
-1,400
-9% -$115K 0.07% 238
2025
Q3 		$1.3M Buy
16,115
+655
+4% +$50.3K 0.08% 221
2025
Q2 		$1.13M Buy
15,460
+1,980
+15% +$130K 0.07% 232
2025
Q1 		$833K Buy
13,480
+2,460
+22% +$166K 0.06% 270
2024
Q4 		$757K Sell
11,020
-300
-3% -$20.2K 0.05% 294
2024
Q3 		$747K Sell
11,320
-170
-1% -$10.6K 0.05% 300
2024
Q2 		$677K Sell
11,490
-1,050
-8% -$61.3K 0.05% 308
2024
Q1 		$719K Sell
12,540
-3,290
-21% -$182K 0.07% 257
2023
Q4 		$822K Buy
15,830
+4,945
+45% +$240K 0.08% 225
2023
Q3 		$494K Buy
10,885
+200
+2% +$9.44K 0.06% 279
2023
Q2 		$503K Buy
10,685
+1,655
+18% +$71.3K 0.06% 277
2023
Q1 		$369K Buy
9,030
+1,875
+26% +$71.1K 0.04% 339
2022
Q4 		$246K Buy
7,155
+5
+0.1% +$179 0.03% 416
2022
Q3 		$249K Hold
7,150
– – 0.03% 379
2022
Q2 		$260K Buy
7,150
+5
+0.1% +$201 0.03% 392
2022
Q1 		$337K Buy
7,145
+755
+12% +$35K 0.03% 346
2021
Q4 		$333K Hold
6,390
– – 0.03% 351
2021
Q3 		$300K Sell
6,390
-35
-0.5% -$1.69K 0.03% 344
2021
Q2 		$266K Hold
6,425
– – 0.04% 350
2021
Q1 		$266K Buy
6,425
+125
+2% +$5.15K 0.05% 285
2020
Q4 		$257K Sell
6,300
-5,985
-49% -$232K 0.05% 263
2020
Q3 		$456K Buy
12,285
+3,975
+48% +$143K 0.11% 172
2020
Q2 		$272K Buy
+8,310
New +$248K 0.08% 202

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Essex Financial Services's MGK Position: Q2 2026 in Review

Essex Financial Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1% in Q2 2026, selling an estimated $11.9K and leaving 13,925 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #277.

Essex Financial Services first reported a position in MGK in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.3M in Q3 2025. 835 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Essex Financial Services held 13,925 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.22M as of Q2 2026.
  • Essex Financial Services sold 140 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $11.9K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.06% of Essex Financial Services's portfolio in Q2 2026, its #277 holding.
  • Essex Financial Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Essex Financial Services's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.3M in Q3 2025.
  • 835 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.